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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1026
Next Financial Group
Texas
$1.15M +$103K +603 +10%
AIM
1027
Allen Investment Management
New York
$1.15M -$112K -654 -9%
PFPT
1028
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.15M +$49.1K +287 +5%
MWVC
1029
Morgens Waterfall Vintiadis & Co
New York
$1.14M +$1.11M +6,500 New
CWM
1030
Cornerstone Wealth Management
Missouri
$1.13M -$37.4K -219 -3%
EMB
1031
Elefante Mark B
$1.13M -$41.5K -243 -4%
QSS
1032
Quantitative Systematic Strategies
Florida
$1.13M +$233K +1,365 +27%
AWM
1033
Aevitas Wealth Management
Massachusetts
$1.12M -$259K -1,516 -19%
SCA
1034
Snowden Capital Advisors
New York
$1.12M +$255K +1,492 +30%
CBT
1035
Capital Bank & Trust
California
$1.12M -$171K -1,000 -14%
CIA
1036
Choate Investment Advisors
Massachusetts
$1.11M -$169K -990 -13%
LSAG
1037
Lake Street Advisors Group
New Hampshire
$1.11M -$260K -1,521 -19%
BEC
1038
Blue Edge Capital
Virginia
$1.11M -$22.4K -131 -2%
HAG
1039
HighPoint Advisor Group
Illinois
$1.11M -$14.9K -87 -2%
ST
1040
Spinnaker Trust
Maine
$1.09M
AI
1041
Amplify Investments
Illinois
$1.09M +$1.07M +6,236 New
IAA
1042
Independent Advisor Alliance
North Carolina
$1.09M +$65.3K +382 +6%
CS
1043
Credential Securities
$1.09M -$58.3K -341 -5%
WA
1044
WBH Advisory
Maryland
$1.09M
CC
1045
Capital Counsel
New York
$1.09M -$219K -1,280 -17%
ACC
1046
Accident Compensation Corp
New Zealand
$1.09M
WI
1047
Wedgewood Investors
Pennsylvania
$1.08M
WA
1048
WESPAC Advisors
California
$1.08M +$274K +1,604 +35%
WIS
1049
Wright Investors Service
Connecticut
$1.08M -$2.08M -12,198 -66%
Nuveen Fund Advisors
1050
Nuveen Fund Advisors
Illinois
$1.08M -$75.5K -442 -7%